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CIK: 0002135840
Total reported value
$206.8M
$206.8M
68 檔
47.8%
According to the latest 13F quarterly dataset, Mullaney, Keating & Wright, Inc. managed an equity portfolio of $206.8M at the end of Q1 2026, spanning 68 distinct U.S. exchange-listed positions.
In Q1 2026, Mullaney, Keating & Wright, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 29.71% | +0.42% | +0.12% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 10.06% | +0.24% | -3.10% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.06% | +0.05% | -0.66% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 4.63% | +0.05% | +1.20% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.28% | -0.26% | -3.29% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.33% | -0.54% | -3.35% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.19% | -0.02% | -1.57% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.08% | -0.13% | +0.59% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.04% | +0.11% | -0.75% | |
| 10 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.70% | -0.12% | — | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.57% | -0.25% | +8.74% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.33% | -0.18% | +6.04% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.02% | -0.02% | +0.19% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.78% | -0.14% | +8.19% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.71% | +0.07% | +0.35% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.59% | +0.09% | -10.39% | |
| 17 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.41% | +0.12% | -0.54% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +0.12% | +1.60% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.01% | +0.06% | -26.42% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.95% | -0.06% | -4.42% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | +0.02% | +0.02% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.71% | -0.09% | +8.06% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.18% | — | |
| 24 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.61% | -0.03% | — | |
| 25 | VLO | Valero Energy CORP | Stock-Energy | 0.54% | -0.04% | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | +0.04% | +4.06% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.06% | +1.82% | |
| 28 | DFIV | Dimensional International Va | ETF-Other | 0.50% | -0.04% | +0.12% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | +0.03% | +1.20% | |
| 30 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.46% | -0.01% | +0.22% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.45% | +0.06% | +2.35% | |
| 32 | DISV | Dimensional International Sm | ETF-Other | 0.37% | -0.03% | +0.02% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | +0.12% | — | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.35% | — | +5.46% | |
| 35 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.34% | — | — | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | +0.01% | +0.12% | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.32% | — | -7.51% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.01% | — | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.29% | -0.03% | +20.66% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.06% | — | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.26% | -0.05% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.01% | +7.52% | |
| 43 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.24% | — | — | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.02% | +5.99% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.24% | -0.03% | +5.54% | |
| 46 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.23% | +0.05% | +42.72% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | — | — | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.23% | -0.01% | — | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.21% | +0.02% | -10.38% | |
| 50 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.19% | +0.01% | -3.25% |
According to official SEC Form 13F filings, Mullaney, Keating & Wright, Inc. reported a total U.S. public equity portfolio value of $206.8M across 68 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IWB, IWR) accounted for 47.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
VTEI
市值: $279.6K
Top Position Liquidated / Trimmed
VTEB
前期市值: $314.9K
During Q1 2026, Mullaney, Keating & Wright, Inc.'s top holdings by market value included AAPL (29.7%)、IWB (10.1%)、IWR (5.1%). The largest single position, AAPL, represented 29.7% of total portfolio value.
In Q1 2026, Mullaney, Keating & Wright, Inc. made 56 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 15 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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